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Original filing (PDF)20251015152859NAL0004991953001
THE EAST LOS ANGELES COMMUNITY UNION
Form 5500
FILING_RECEIVED
TELACU ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
423
Accounts w/ balance
432
Plan assets (EOY)
$44.1M
Net assets (EOY)
$44.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EAST LOS ANGELES COMMUNITY UNION.
Plan sponsor
Name
THE EAST LOS ANGELES COMMUNITY UNION
EIN
95-2554256
Address
5400 EAST OLYMPIC BLVD. SUITE 300 · LOS ANGELES, CA · 900225187
Phone
(323) 721-1655
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
THE EAST LOS ANGELES COMMUNITY UNION
EIN
95-2554256
City
LOS ANGELES, CA
Phone
(323) 721-1655
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HEDMAN PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEDMAN PARTNERS LLP | — | VALENCIA, CA | AUDITOR | $16K | — |
Investments
29 direct securities · 1 pooled fund· $78.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$44.1M
29 holdings
Pooled Separate Account
$34.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $34.6M | 78.6% | |
| VOYA Fixed Account Group pension funding contract - | — | — | — | $8.9M | 20.3% | |
| VOYA Government Money Market Fund Pooled separate account - | — | — | — | $7.8M | 17.8% | |
| American Century Ultra Fund Pooled separate account - | — | — | — | $3.3M | 7.4% | |
| American Funds The Growth Fund of America Pooled separate account - | — | — | — | $2.2M | 5.0% | |
| American Funds Washington Mutual Investors Fund Pooled separate account - | — | — | — | $1.8M | 4.1% | |
| VOYA Solution 2035 Portfolio Pooled separate account - | — | — | — | $1.7M | 3.8% | |
| T. Rowe Price Blue Chip Growth Fund Pooled separate account - | — | — | — | $1.6M | 3.7% | |
| VOYA T. Rowe Price Capital Appreciation Portfolio Pooled separate account - | — | — | — | $1.6M | 3.6% | |
| AllSpg Diversified Capital Builder Fund Pooled separate account - | — | — | — | $1.5M | 3.5% | |
| VOYA Solution 2045 Portfolio Pooled separate account - | — | — | — | $1.4M | 3.1% | |
| VOYA JPMorgan Small Cap Equity Portfolio Pooled separate account - | — | — | — | $1.3M | 3.0% | |
| Pioneer Equity Income Fund Pooled separate account - | — | — | — | $1.0M | 2.3% | |
| VOYA Intermediate Bond Fund Pooled separate account - | — | — | — | $992K | 2.3% | |
| VOYA Solution 2040 Portfolio Pooled separate account - | — | — | — | $880K | 2.0% | |
| Pioneer Fund Pooled separate account - | — | — | — | $842K | 1.9% | |
| American Funds EuroPacific Growth Fund Pooled separate account - | — | — | — | $792K | 1.8% | |
| VOYA Solution 2050 Portfolio Pooled separate account - | — | — | — | $738K | 1.7% | |
| VOYA Global Insights Portfolio Pooled separate account - | — | — | — | $731K | 1.7% | |
| VOYA Small Company Fund Pooled separate account - | — | — | — | $620K | 1.4% | |
| Baron Asset Fund Pooled separate account - | — | — | — | $616K | 1.4% | |
| VOYA JPMorgan Mid Cap Value Portfolio Pooled separate account - | — | — | — | $584K | 1.3% | |
| VOYA Solution 2055 Portfolio Pooled separate account - | — | — | — | $552K | 1.3% | |
| VOYA Solution 2025 Portfolio Pooled separate account - | — | — | — | $500K | 1.1% | |
| VOYA Solution 2030 Portfolio Pooled separate account - | — | — | — | $494K | 1.1% | |
| Notes receivable from participants 4.25% - 9.50% - | — | — | — | $471K | 1.1% | |
| VOYA Global Bond Portfolio Pooled separate account - | — | — | — | $421K | 1.0% | |
| VOYA Solution 2060 Portfolio Pooled separate account - | — | — | — | $373K | 0.8% | |
| VOYA Solution 2065 Portfolio Pooled separate account - | — | — | — | $157K | 0.4% | |
| VOYA Solution Income Portfolio Pooled separate account - | — | — | — | $83K | 0.2% |